UNREAD MESSAGES


You can send messages to other Associates within the Careficient application or to patients, family and other contacts. This feature allows you to: 

  • Send Messages to one or multiple teams, disciplines and/or Associates

  • Send Messages to Patients, Family and Other contacts (PFOC).  

  • Include confidential Patient information (PHI)

  • View Messages you received from other Associates that use the internal messaging feature

  • View Messages you received from Patients, Family and Other contacts.

  • Mark your messages as read

  • View previous messages

  • View Items that you previously sent

  • Reply/Forward messages you received

  • Delete items from your “messages” queue. 

  • Search messages by a keyword

To access the Messaging select the “Unread Messages (xx)” link from the Main Menu toolbar (link will be yellow if you have no unread messages).  

All messages that you receive are in the “open” status and display on the pop-up screen.  You can change the status to the following by clicking on the drop down.

  • Open(default status)
  • Read (messages you changed to the “Read” status)
  • Sent(messages you sent)
  • Deleted(messages you deleted

SEND MESSAGE TO ASSOCIATES  (Top)

To send a message to an associate, click "Send Message".

Enter the required information and click "Send".  You must have a "Sent to" (either a team, discipline, or individual) to send a message.

REPLY/FORWARD MESSAGE TO ASSOCIATE  (Top)

Click on the drop down to the right of the message

Choose either Reply, Reply All, or Forward

Identify all users you want to send this message to by editing from the Team, Discipline and/or Associate dropdown listing, enter your message and click on the "Send" button.

CHANGE STATUS FOR ASSOCIATES  (Top)

Hover over the “View actions” dropdown arrow to the right of the message you want to change the status from “Open” to “Read”

Choose Mark As Read

DELETE MESSAGE FOR ASSOCIATES  (Top)

Hover over the “View actions” dropdown arrow to the right of the message you want to change the status from “Open” to “Delete”

Select the “Delete” link from the pop-up page

Select the OK button when the confirmation screen displays

VIEW PREVIOUS MESSAGES FOR ASSOCIATES  (Top)

Hover over the “View actions” dropdown arrow to the right of the message to view previous messages associated with the current message that displays on the screen

Select the “Previous Messages” link from the pop-up page.  Select the Close button after you review previous message(s) information

NOTE:  You have the “View actions” dropdown arrow available to you from the “Read” and “Sent” status types that include “Previous Messages”, Reply”, “Reply All”, “Forward” and “Delete” links.  The “Deleted” status type only allows you restore the deleted message to a “Read” status by selecting the “Mark as read” link.

SEND MESSAGE TO PATIENTS, FAMILY AND OTHER CONTACTS  (Top)

To send a message to an associate, click "Send Message".

Select the User  to send a message to

Not that the patient will have (Self) to the right in parenthesis.  If a Patient Contact is needed, you will find them under the patient name with Contact in Parenthesis to the right of the patient's name.  Enter your message and click "Send" when finished. 

REPLY/FORWARD MESSAGE TO PATIENTS, FAMILY AND OTHER CONTACTS  (Top)

Click on the drop down to the right of the message and choose either Reply, Reply All, or Forward

To automatically populates from the message you are responding to and can not be changed/deleted. Enter your message and select the "Send" button.

CHANGE STATUS FOR PATIENTS, FAMILY AND OTHER CONTACTS  (Top)

Hover over the “View actions” dropdown arrow to the right of the message you want to change the status from “Open” to “Read”

Choose Mark As Read

DELETE MESSAGE FOR PATIENTS, FAMILY AND OTHER CONTACTS  (Top)

Hover over the “View actions” dropdown arrow to the right of the message you want to change the status from “Open” to “Delete”

Select the “Delete” link from the pop-up page

Select the OK button when the confirmation screen displays

VIEW PREVIOUS MESSAGES FOR PATIENTS, FAMILY AND OTHER CONTACTS  (Top)

Hover over the “View actions” dropdown arrow to the right of the message to view previous messages associated with the current message that displays on the screen

Select the “Previous Messages” link from the pop-up page.  Select the Close button after you review previous message(s) information

NOTE:  You have the “View actions” dropdown arrow available to you from the “Read” and “Sent” status types that include “Previous Messages”, Reply”, “Reply All”, “Forward” and “Delete” links.  The “Deleted” status type only allows you restore the deleted message to a “Read” status by selecting the “Mark as read” link.